Spitfire Capital as of Sept. 30, 2015
Portfolio Holdings for Spitfire Capital
Spitfire Capital holds 22 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Gtt Communications | 13.5 | $32M | 1.4M | 23.26 | |
Libbey | 10.3 | $24M | 735k | 32.61 | |
Lear Corp Com New (LEA) | 6.8 | $16M | 146k | 108.78 | |
U.S. Physical Therapy (USPH) | 5.6 | $13M | 292k | 44.89 | |
Steelcase Cl A (SCS) | 5.6 | $13M | 703k | 18.41 | |
Blue Bird Corp (BLBD) | 5.1 | $12M | 1.2M | 9.96 | |
Whirlpool Corporation (WHR) | 4.9 | $11M | 78k | 147.26 | |
Owens Ill Com New | 4.9 | $11M | 550k | 20.72 | |
National Resh Corp Cl A (NRC) | 4.7 | $11M | 924k | 11.94 | |
Jarden Corporation | 4.7 | $11M | 222k | 48.88 | |
Natural Gas Services (NGS) | 4.0 | $9.4M | 485k | 19.30 | |
Altra Holdings | 4.0 | $9.4M | 405k | 23.12 | |
Franklin Covey (FC) | 3.9 | $9.2M | 572k | 16.06 | |
Columbus McKinnon (CMCO) | 3.8 | $8.9M | 490k | 18.16 | |
Valmont Industries (VMI) | 3.4 | $8.0M | 84k | 94.89 | |
Crawford & Co Cl A (CRD.A) | 3.4 | $7.9M | 1.4M | 5.59 | |
Beacon Roofing Supply (BECN) | 3.2 | $7.5M | 229k | 32.49 | |
Carmike Cinemas | 2.9 | $6.8M | 337k | 20.09 | |
Drew Inds Com New | 2.5 | $5.9M | 108k | 54.61 | |
National Resh Corp CL B | 1.2 | $2.8M | 85k | 33.00 | |
Baker Hughes Incorporated | 1.1 | $2.6M | 50k | 52.04 | |
Regal Entmt Group Cl A | 0.3 | $792k | 42k | 18.68 |